Core Viewpoint - The event aims to build a platform for engineers from China and Spain to exchange knowledge and enhance engineering capabilities, focusing on marine engineering and international cooperation [1][3][18]. Group 1: Event Overview - The training activity took place in Qingdao from September 6 to 10, 2025, with nearly 50 outstanding engineers from China and Spain participating [1][3]. - The event was organized by the China Engineer Union, with support from various local scientific and engineering associations [1][3]. Group 2: Expert Reports - High-level experts delivered reports on topics such as talent cultivation in engineering, sustainable development in marine technology, and innovative practices in engineering capacity building [4]. - The reports provided practical insights and theoretical foundations for engineers, addressing key issues in marine engineering [4]. Group 3: Youth Forum - A youth forum was held to discuss opportunities and challenges for young talents in marine engineering, involving participants from over 20 countries [6]. - This forum aimed to broaden the international perspective of the participants and lay the groundwork for cross-border cooperation in engineering technology [6]. Group 4: Case Studies and Workshops - Workshops focused on marine engineering construction and safety monitoring, allowing engineers to share experiences and discuss technical challenges [8]. - Participants expressed that these discussions enhanced their technical vision and provided new methods for solving practical engineering problems [8]. Group 5: Technical Visits - Technical visits included sites such as Qingdao Textile Valley and automated container terminals, providing engineers with insights into the current state of China's marine engineering industry [10][11]. Group 6: Collaborative Discussions - Engineers engaged in discussions about technical cooperation, talent development, and industry growth, emphasizing the importance of international collaboration in marine engineering [13]. - There was a consensus on the need for more training activities to facilitate learning and exchange among engineers [13]. Group 7: Cultural and Recreational Activities - Recreational activities such as hiking and table tennis were organized to foster friendship and understanding among participants [15][16]. - These activities helped strengthen interpersonal relationships, laying a solid foundation for future professional collaboration [16]. Group 8: Conclusion - Participants highlighted that engineering exchange is not only about technical standards but also about the integration of ideas and values, aiming to explore new paths for engineering technology development [18]. - The Shandong Provincial Association of Science and Technology is committed to nurturing exceptional engineers and enhancing international cooperation in engineering projects [20].

瑞财经 钟鸣辰博迈科(SH603727)近日发布2025年半年报，上半年同比营收利润双降。 彭文成，1965年出生，中国国籍，无党派人士，硕士研究生学历，高级工程师。1987年至1993年就职于 中海石油平台制造有限公司，担任生产技术室副主任、项目经理；1993年至1996年任天津成泰国际工贸 有限公司董事长、总经理；1996年至2012年任天津渤油船舶工程有限公司执行董事、董事长、总经理。 2012年起担任博迈科海洋工程股份有限公司董事长、总经理，同时兼任天津博迈科海洋工程有限公司执 行董事及经理、博迈科海洋工程管理香港有限公司董事、天津成泰国际工贸有限公司监事、海洋石油工 程(香港)有限公司董事等职务。 彭文革，中国国籍，无境外永久居留权，1970年出生，渤海石油技校采油仪表专业毕业。1989年至1991 年任渤海石油采油公司采油操作工；1994年至1996年任天津成泰国际工贸有限公司采办部副经理；1996 年至2007年历任天津渤油船舶工程有限公司采办经理、董事、副总经理；2007年至2011年任天津中交博 2025年上半年，博迈科公司毛利率为13.75%，同比下降2.88个百分点；净利率为1.19%， ...

Core Insights - The 2025 Global Ocean Development Forum was held in Qingdao, attracting nearly 700 representatives from 68 countries and regions to discuss sustainable ocean economy and development strategies [1][5][23] - Key outcomes included the release of the 2025 China Ocean Development Index and the 2024 Guangdong-Hong Kong-Macao Greater Bay Area Marine Ecological Status Report, providing new guidance for marine development [1][5] Group 1: Ocean City Cooperation - The Ocean City Mayors Dialogue featured mayors from various countries sharing innovative strategies for urban governance and marine tourism, emphasizing the balance between economic growth and ecological protection [3][4] - The East Asia Ocean Cooperation Platform Blue Economy Development Alliance was launched to integrate resources and promote best practices in blue economy among member countries [5][19] Group 2: Parallel Forums and Discussions - Four parallel forums focused on topics such as "Ocean + AI," green shipping, marine biomedicine, and youth talent in marine fields, exploring new paths for global marine development [7][9][11] - The establishment of the Marine Artificial Intelligence Model Industry Alliance aims to accelerate the application of AI technology in marine sectors [7] Group 3: Marine Industry and Economic Cooperation - The forum included specialized activities like the "Blue Treasure" marine mineral exploration meeting, discussing technological breakthroughs and industry upgrades in deep-sea resource development [14] - The "Intelligent Deep Blue" marine engineering innovation meeting highlighted the importance of AI and digital technologies in enhancing deep-sea drilling efficiency and safety [15] Group 4: Youth Talent Development - The forum provided a platform for young marine scientists to share research and career experiences, fostering international cooperation among emerging talents [11][12] - Activities aimed at nurturing marine technology leaders were organized, enhancing collaboration among youth in the marine sector [12] Group 5: Ecological Protection and Sustainable Development - The forum's focus on marine ecological protection included discussions on advanced technologies and scientific solutions for marine ecosystem restoration [20] - The successful hosting of the forum is expected to contribute significantly to marine economic development, technological innovation, and ecological sustainability [23]

Core Viewpoint - The company, CNOOC Engineering (600583), maintains a steady development trend and plans to continue increasing its cash dividend ratio sustainably [1] Group 1 - The company has responded to investor inquiries on September 11, indicating its commitment to stable growth [1] - The company emphasizes its ongoing strategy to ensure a consistent increase in cash dividends [1]

证券日报网讯大金重工（002487）9月11日发布公告，在公司回答调研者提问时表示，为提升综合竞争 力，公司在行业首创海风基础DAP交付模式，提供从海工产品制造到交付的全流程服务，依托自身的行 业经验和系统化服务能力为能源开发商提供订船、装卸、运输的"重大件门到门"式全过程服务，逐步打 造出具备船型研发、运输规划、海运工程设计、港口装卸作业等核心能力的重型海洋工程物流一站式解 决方案，提升了我们海外项目盈利水平。 ...

近日，海油工程（600583）中标卡塔尔能源公司BH（Bul Hanine）海上油田扩建项目，获两份总价值为 40亿美元的工程、采购、施工和安装 (EPCI) 合同。项目作业地点位于波斯湾卡塔尔海域，共包含新 建、水下、改造和弃置4个标段，海油工程中标其中两个标段，主要工作内容包括多个结构物的新建、 多条海底管缆的铺设，以及部分已建设施的改造工作。 ...

当前，国际油气市场呈持续回暖态势，全球兴起新一轮开发热潮，巴西、北海、西非、东南亚和墨西哥 湾传统油气主产区开发力度增大，直接推动了半潜式起重生活平台等海工船舶的市场需求增长。在此背 景下，巴油于2025年发布了5座生活平台的租赁需求。截至目前，本公司自有2座闲置的生活平台。但是 从适配性及经济性层面考量，租赁本次交易标的平台具备更显著的优势，且可为本集团带来更高收益。 本次交易中，BWO与招商工业下属海龙十六号公司、海龙十七号公司签署《光租合同》，租赁本次交 易标的。BWO经过多年项目实践，在超深水领域的专业化运营管理方面形成了独特优势，结合本次交 易标的对于巴油项目的适配性，BWO与招商工业通过此次合作实现优势互补，同时本集团亦能通过此 次合作获取相应收益。BWO后续将把本次交易标的提供给巴油，并同步为巴油提供平台运营管理服 务。因此，本次交易也深化了本集团与巴油之间的战略合作关系。 本集团的金融及资产管理业务板块运营各类海工船舶资产。本次交易涉及的半潜式起重生活平台是海工 船舶中海上支持平台的重要细分类型，兼具生活保障与工程辅助双重属性。其核心价值在于破解海上固 定设施住宿资源短缺、深海区域交通接驳不便 ...

Group 1 - The company announced the convening of its first extraordinary general meeting of shareholders for 2025 on September 4, 2025 [1] - The meeting will review multiple proposals, including the cancellation of the supervisory board, changes to the registered address and business scope, and amendments to the company's articles of association [1]

Core Insights - The company reported a revenue of RMB 760.90 billion for H1 2025, a year-on-year decrease of 3.82%, while the net profit attributable to shareholders was RMB 12.78 billion, an increase of 47.63% [1] - In Q2 2025, the company achieved a revenue of RMB 400.64 billion, down 14.16% year-on-year but up 11.21% quarter-on-quarter, with a net profit of RMB 7.34 billion, down 6.11% year-on-year but up 35.04% quarter-on-quarter [1] Container Manufacturing - The container manufacturing segment generated revenue of RMB 217.35 billion in H1 2025, a decline of 12.88%, but net profit rose to RMB 14.44 billion, an increase of 13.20% [2] - The sales volume of dry cargo containers was 1.1259 million TEU, reflecting a year-on-year decrease of approximately 18.57% due to high base effects from the previous year [2] - The demand for refrigerated containers surged, with sales reaching 92,000 TEU, a year-on-year increase of approximately 105.82% driven by strong demand for South American fruit exports and high cold chain freight rates [2] Offshore Engineering - The offshore engineering segment reported revenue of RMB 80.14 billion in H1 2025, a year-on-year increase of 2.95%, and net profit of RMB 2.81 billion, reversing a loss of RMB 0.84 billion in the same period last year [2] - New orders totaled USD 1.06 billion, with a backlog of USD 5.55 billion, reflecting a decrease from the end of the previous year due to orders entering the delivery phase [2] - The company signed new lease agreements for semi-submersible drilling platforms, indicating ongoing demand in the oil and gas sector [2] Energy and Chemical Equipment - The energy, chemical, and liquid food equipment segment achieved revenue of RMB 130.09 billion in H1 2025, a year-on-year increase of 7.32%, with net profit rising by 90.26% to RMB 4.60 billion [3] - The main operating entity, CIMC Enric, reported revenue of RMB 126.1 billion, a 9.9% increase, and net profit of RMB 5.6 billion, a significant growth of 15.6% [3] - New orders amounted to RMB 107.4 billion, with a backlog of RMB 291.8 billion as of June 30, 2025, showcasing strong order intake in the LNG and methanol power pack sectors [3] Future Outlook - The company maintains a "buy" rating, anticipating net profits of RMB 33.5 billion and RMB 43.5 billion for 2025 and 2026, respectively, with corresponding P/E ratios of 13 and 10 times [4]

Core Viewpoint - The successful completion of the first subsea pipeline installation for the Qatar RUYA EPCI09 project marks a significant advancement for the company, enhancing its recognition in the international high-end marine engineering market [1] Company Summary - The company, China National Offshore Oil Corporation (CNOOC), is involved in the construction of the largest subsea pipeline project in the Middle East, which is expected to boost its international standing [1] Industry Summary - The completion of this project is a crucial step in improving the overall recognition of China's marine engineering industry in the global high-end market [1]